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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

94 hedge funds and large institutions have $414M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more capital invested

Capital invested by funds: $83.7M → $414M (+$330M)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 89 → 94 (+5)

1.68% more ownership

Funds ownership: 22.48% → 24.16% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.2M
2
AAM
Advisors Asset Management
Colorado
+$1.09M
3
Wells Fargo
Wells Fargo
California
+$571K
4
Citadel Advisors
Citadel Advisors
Florida
+$354K
5
RAM
Readystate Asset Management
Illinois
+$339K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$358K
2
UBS Group
UBS Group
Switzerland
-$334K
3
WAM
Wolverine Asset Management
Illinois
-$315K
4
Ameriprise
Ameriprise
Minnesota
-$196K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$191K – – –
IFG
52
Independent Financial Group
California
$184K +$184K +14,350 New
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$179K +$180K +14,010 New
JWCA
54
J.W. Cole Advisors
Florida
$177K -$10.9K -848 -6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$173K – – –
SPC
56
Sigma Planning Corp
Michigan
$172K +$206 +16 +0.1%
Osaic Holdings
57
Osaic Holdings
Arizona
$172K -$13.4K -1,041 -7%
PAG
58
Private Advisor Group
New Jersey
$171K – – –
Stifel Financial
59
Stifel Financial
Missouri
$169K -$19.6K -1,528 -10%
SA
60
Sanctuary Advisors
Indiana
$160K +$437 +34 +0.3%
BCI
61
Brinker Capital Investments
Pennsylvania
$156K +$1.18K +92 +0.8%
OPS
62
Orion Portfolio Solutions
Nebraska
$156K +$1.18K +92 +0.8%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$153K +$656 +51 +0.4%
EFA
64
Edge Financial Advisors
Illinois
$146K +$3.44K +268 +2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$143K -$8.34K -649 -5%
ACP
66
Aviance Capital Partners
Florida
$140K – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$137K – – –
SF
68
Synovus Financial
Georgia
$137K – – –
IWM
69
IHT Wealth Management
Illinois
$134K – – –
CLA
70
Carnegie Lake Advisors
New Jersey
$133K -$11.5K -893 -8%
CFB
71
Cullen/Frost Bankers
Texas
$128K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$93.4K – – –
DF
73
Dunhill Financial
United Kingdom
$92.5K +$92.9K +7,230 New
JEST
74
JTC Employer Solutions Trustee
Jersey
$91K – – –
MA
75
Montag & Associates
Georgia
$63.1K – – –
1 2
3
4 5

EFR Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2024, worth a combined $414M — up 394% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $358K sold.

  • 94 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $414M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2024, up 394% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.2M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2024 was Landscape Capital Management, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2024.